The failure is in how the work moves, not in what the work is. A quote nobody chased looks the same in every trade.
For owner-led home-service companies in any trade: lead response, estimate follow-up, reminders and status updates, review requests, receivables, and an owner dashboard, inside the field software you already run.
Basis for the label. The delivered roofing work and Austin's years in pest-control operations both sit inside home services. Other trades (electrical, landscaping, garage doors, cleaning, painting, solar) have not been served as clients.
- Calls come in while the whole crew is on a job and nobody gets to the phone.
- Estimates go out, go quiet, and become somebody else's job.
- The office retypes the same information into three systems.
- Reviews arrive when someone remembers to ask.
- Monday's numbers take half a day to assemble by hand.
- The owner is the only person who can answer the question a customer, a tech, or the bookkeeper is asking right now.
- Missed calls during working hours
- Estimates with no follow-up
- Invoices aging until cash gets tight
- Repeat and referral work never asked for
- The owner as the constraint: follow-up, dispatch, and reporting all run through one person
- Field software that holds the data and does not act on it
- Weekend spreadsheet compiles
Lead response and missed-call text-back
Every call, form, and text answered in seconds with a call-back task.
Estimate follow-up
Every open estimate worked until it books or says no.
Reminders and status updates
Confirmations by reply and status messages from the job system, timed to be useful.
Review requests
On every closed job, with complaints routed to a person first.
Receivables and the owner dashboard
Invoices reminded on a schedule; one page with the whole company on it every morning.
- Missed-call text-back
- Estimate follow-up
- Appointment reminders and job status notifications
- Review request on job close
- Invoice creation and receivables follow-up
- Owner dashboard
- Jobber
- Housecall Provalidate first
- ServiceTitanvalidate first
- JobNimbus
- GoHighLevel
- QuickBooks Online
- Twilio
- Google Business Profilevalidate first
- One workflow: single automation, $2,000 to $5,000
- Several connected workflows or the owner dashboard: multi-tool build, $8,000 to $25,000
- Local visibility: the 90-day SEO and AI Visibility Sprint, $2,500 per month or $7,000 upfront
- Surge's delivered work is in roofing; Austin's operating years were in pest control. Other trades share the same failure points but have not yet been served as clients, and this page says so.
- Benchmarks are not quoted. The numbers on this site come from specific companies and are labeled as such.
Workflows
- Missed-call text-backAvailable automation
- After-hours and instant lead responseDelivered build
- Estimate follow-upDelivered build
- Appointment reminder sequencesAvailable automation
- Review-request automationDelivered build
- Invoice creation and receivables follow-upAvailable automation
- Weekly KPI reporting and owner dashboardDelivered build
- Post-service follow-upAvailable automation
My trade is not listed. Does Surge work with it?
If the business takes calls, sends estimates, schedules work, and invoices, the workflows apply. Bring your software to the Roadmap call and the fit is confirmed before anything is quoted.
Do you replace the field software we already pay for?
No. Everything is built inside the systems your team already opens.
What is the smallest place to start?
Usually missed-call text-back or estimate follow-up: one workflow, one to two weeks, and a number you can watch.
How do you decide what to build first?
The Roadmap call ranks three opportunities by revenue at stake, time recovered, feasibility on your stack, and speed to value. The first build is the one that scores highest and can be live inside two weeks, because a system that pays for itself in month one funds month two.
Will my office manager have to learn new software?
No. The build lives inside the tools your team already opens, and the handoff includes a recorded walkthrough and a written guide for the person who will own it.
Not sure which of these applies to you?
The Free AI Revenue Roadmap is a 30-minute call and a one-page document naming your three highest-value opportunities. You keep it either way.
Find out where the revenue and the hours are going.
Thirty minutes on a call. A one-page roadmap with your three highest-value opportunities, reviewed by Austin before it is sent. Yours whether or not you hire Surge.